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      Client's Membership Overview

      In this article, learn how to access a client's membership overview to gain insight into their membership history and details.

      APPLIES TO: Admins

      Last updated: July 1, 2024

      Client's Membership Overview

      • Log in to your account and go to Contacts
      • Navigate to the Client Profile Page of the client that you would like access their membership overview details
      • Click on the three dot menu inside the membership card that is listed underneath their name Overview
      • The Membership Overview drawer will populate on the right and provide you the following information
        • Member Name
        • Member Email
        • Membership Name
        • Membership Tier (if applicable)
        • Payment History
        • Member Length
        • Status
        • Charge (amount and frequency of recurring membership payment)
        • Next Payment
        • Expiration Date (if applicable)
        • Membership Agreement (if applicable)
        • Details of Membership
        • Description of Membership